Position Overview:

We are seeking an experienced and highly organized Estate Planning Paralegal with a minimum of 4 years of experience in estate planning and related legal matters. The ideal candidate will have a deep understanding of the estate planning process, excellent drafting and organizational skills, and a proactive approach to managing client cases. This position requires exceptional attention to detail, the ability to handle sensitive client matters with discretion, and a commitment to providing outstanding support to attorneys and clients.

Key Responsibilities:

• Draft estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related correspondence.
• Organize and manage case files, ensuring timely preparation and filing of documents.
• Conduct research on estate planning laws and regulations to assist attorneys in providing accurate legal advice.
• Communicate with clients, financial institutions, and other stakeholders to gather information, provide updates, and facilitate case progress.
• Coordinate the transfer of assets, including preparing deeds, retitling accounts, and working with financial advisors or institutions.
• Maintain detailed case records and ensure compliance with deadlines and applicable legal requirements.
• Support attorneys in preparing for client meetings and legal proceedings, as needed.
• Stay current on changes in estate planning law to provide up-to-date support and guidance to attorneys and clients.

Qualifications:

• Associate degree, Paralegal Certificate, or equivalent experience; Bachelor's degree preferred.
• 4+ years of experience in estate planning law.
• Strong understanding of estate planning concepts, including applicable laws in North Carolina and/or South Carolina.
• Exceptional drafting and organizational skills with a high degree of accuracy and attention to detail.
• Proficiency with legal research tools, document management systems, and Microsoft Office Suite.
• Excellent interpersonal and communication skills with a client-focused mindset.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Demonstrated professionalism, confidentiality, and a team-oriented attitude.

Ascendo is a certified minority owned staffing firm, we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex including pregnancy and gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, retaliation, parental status, military service or any non-merit factor.